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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2651	TDC Thompson Davis & Co Richmond, Virginia	$174K	+$168K	1	0.1%	New
2652	CBT Crews Bank & Trust Wauchula, Florida	$174K	$0	3	0.02%	Maintained
2653	IW Imprint Wealth Mount Pleasant, South Carolina	$173K	-$312K	2	0.7%	Reduced
2654	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$171K	-$113K	7	0.08%	Reduced
2655	HP Haven Private Orlando, Florida	$171K	$0	1	0.07%	Maintained
2656	BGAI Bruce G. Allen Investments Denver, Colorado	$170K	+$3.34K	8	0.11%	Increased
2657	Acadian Asset Management Boston, Massachusetts	$170K	+$123K	2	0%	Increased
2658	EWP Elevation Wealth Partners Santa Rosa, California	$168K	+$51.5K	8	0.05%	Increased
2659	M MOTCO San Antonio, Texas	$168K	+$109K	7	0.01%	Increased
2660	AFC Ares Financial Consulting Calabasas, California	$167K	-$120K	13	0.12%	Reduced
2661	Y.D. More Investments Ramat Gan, Israel	$167K	-$121K	6	0.01%	Reduced
2662	OM OV Management Minneapolis, Minnesota	$165K	-$1.06K	2	0.31%	Reduced
2663	BA Bard Associates Chicago, Illinois	$164K	+$2.5K	1	0.04%	Increased
2664	CWM ClientFirst Wealth Management Little Rock, Arkansas	$163K	+$194	1	0.13%	Increased
2665	FA Fountainhead AM Warren, New Jersey	$161K	+$134K	1	0.12%	New
2666	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$159K	$0	5	0.04%	Maintained
2667	HNW High Note Wealth Deephaven, Minnesota	$156K	-$8.99K	8	0.03%	Reduced
2668	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$155K	-$109K	5	0.01%	Reduced
2669	LFA LGT Financial Advisors Dallas, Texas	$154K	$0	2	0.81%	Maintained
2670	NB NBT Bank Norwich, New York	$153K	-$304K	4	0.01%	Reduced
2671	EWM Evolution Wealth Management Fort Myers, Florida	$153K	-$3.9K	9	0.09%	Reduced
2672	CCA Cygnus Capital Advisors Atlanta, Georgia	$151K	+$206K	1	0.1%	Increased
2673	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$150K	+$63.1K	2	0.03%	Increased
2674	WWM Wolff Wiese Magana Carslbad, California	$150K	+$54.3K	13	0.07%	Increased
2675	RFG REAP Financial Group Austin, Texas	$146K	+$167	4	0.03%	Increased